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Related Posts
Forum Post:
Creating reports
Saurabh
Hello, We are using MS CRM 4.0 with rollup 1 installed.We are facing problems in creating a report. First the process: Active accounts(companies) are assigned to owners(users) who create activities with the accounts(and/or)associated contacts (and/or) associated opportunities. The desired report: I want...
on
15 Jan 2009
Forum Post:
Convert Opportunity
T A
I have converted a lead to an opportunity. I have many activities with this opportunity. And I have won the opportunity. Now, I want to make it an account and I should have all the activities available with this account. How can I do that?
on
5 Mar 2009
Forum Post:
Creating Sales Metrics for Different Products
Jason Hardaway
I have a question that I cannot seem to find an answer for, so I am now turning to all of you. We provide software as a service for three different product lines. Each of these product lines charge a fee based on utilization from our clients, and each reports revenue and margin in a slightly different...
on
24 Apr 2009
Forum Post:
Re: Re: Re: Re: Relationship b/n Account, Contact and Opportunity Entities
Kinga
Hi Henrik Once again many thanks for your help with this! If anyone else has any suggestions on how to overcome this problem please leave a post. Kinga
on
29 May 2009
Forum Post:
Re: Relationship b/n Account, Contact and Opportunity Entities
Kinga
I have had 2 suggestions so far as to how to overcome my problem but I still have some questions... Does anyone know of a reason why I couldn't just igore the OOTB setup for the Opportunity Contact in the Opportunity Entity (which is either an Account or a Contact), hide this field on the Opportunity...
on
2 Jun 2009
Forum Post:
CRM on-line - How to show opportunities on map
epierson
we are interested in using mapping software to visually show key opportunities from the on-line CRM environment - any suggestions?
on
3 Jun 2009
Forum Post:
Re: Re: Recurring Sales Opportunity
Riccardo Arienti
Hallo Alistair, the "clone" feature request by Alberto is also my problem. I have several opportunities to fill in which are very similar and I would like to add a "clone" button to create a new opportunity replicating most of the populated fileds of the original one. Do...
on
24 Aug 2009
Forum Post:
check an account for open opportunities
Jesse A
Hey all, I am trying to write a workflow where the user receives a reminder to contact a specific account, given that the account has an open opportunity. I have not been able to figure out how to write a workflow for the Account Entity that checks that account for an opportunity. Anybody have any...
on
4 Nov 2009
Forum Post:
How to display Parent Account on Opportunity Form?
Elodie
Hi, I am trying to allow users to see the Parent Account, direct from the Opportunities form. Any suggestion as to what would be the "cleanest" way to do this? Thanks a lot in advance! Elodie
on
13 Jan 2010
Forum Post:
Is there any way of having multiple Opportunity forms in CRM 2011
kinwood
As a business we have different stages of the sales process we would like to monitor and track using Opportunities. However we do not wish to have one Opportunity with all the fields for all the different opportunity types, as this would get too long and unmanagable. We are looking for solutions where...
on
10 Oct 2011
Forum Post:
Exporting Opportunities in CRM
Victoria Bosworth
Is this a bug? When i run my estimated revenue report and export to excel i cannot add any formulas to the document to extend my analysis. Has anyone encountered this? My report has a column for estimated revenue and probability (since CRM doesn't allow calculations I need to export and enter my...
on
2 Mar 2012
Forum Post:
can deliverables be reopened CRM 2011
Jennifer Manteufel
I have a user requesting to reopen a deliverable that was accidently closed off of an opportunity. Is there a way to do so or does the deliverable need to be recreated?
on
20 Dec 2011
Forum Post:
Activites list for an Opportunity , its related primary contact and its related account - How to pass the Opportunity Id for a specific opportunity to generate record specific acitivities list ?
Shiny Ahmed
Hi, I am new to creating reports in CRM 2011. I have a requirement to create a report that - list all activties a) related to an opportunity and b) related to the primary contact of an opportunity and c) related to the account of the opportunity The report should be designed to work for...
on
15 Feb 2013
Forum Post:
Activites list for an Opportunity , its related primary contact and its related account - How to pass the Opportunity Id for a specific opportunity to generate record specific acitivities list ?
Shiny Ahmed
Hi, I am new to creating reports in CRM 2011. I have a requirement to create a report that - list all activties a) related to an opportunity and b) related to the primary contact of an opportunity and c) related to the account of the opportunity The report should be designed to work for...
on
15 Feb 2013